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ADVISORY

Fractional CFO Services

C-suite financial leadership embedded in your business part-time — cash flow forecasting, fundraising support, and board-level reporting, scaling as you grow.

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Most growing businesses reach a point where bookkeeping and compliance are handled well, but nobody is actually thinking strategically about the numbers — pricing decisions, cash runway, whether to raise debt or equity, what the board actually needs to see each quarter. That's a CFO function, and hiring one full-time is a significant fixed cost most businesses under a certain size can't yet justify.

Nuvaris Advisory provides fractional CFO services — senior financial leadership embedded in your business on a part-time or project basis, scaling up as your needs grow. You get the strategic input of an experienced finance executive without carrying a six-figure salary before you're ready for it.

What's included
Cash flow forecasting and treasury management, so you know your runway months in advance, not weeks
Financial models built for investors, lenders, or your own board — not generic templates
Fundraising support across equity and debt rounds, from materials to negotiation input
Board-level KPI dashboards and reporting that focus on what actually drives the business
Pricing and margin analysis to support commercial decisions
Scenario planning for hiring, expansion, or new product lines
Who this is for

Businesses that have outgrown "the owner does the numbers on weekends" but aren't yet at the size or stage to justify a full-time CFO hire. This includes founders preparing for their first serious fundraise, businesses that have taken on debt and now need proper covenant and cash flow tracking, and multi-entity groups whose owners need consolidated visibility they currently don't have. It's also a common bridge role for businesses between finance leaders, keeping strategic financial management continuous during a transition.

How the engagement works
Diagnostic
We review your current financial position, reporting, and near-term goals to understand what CFO-level support actually needs to focus on.
Cadence agreed
Weekly, bi-weekly, or monthly involvement depending on your stage — a scaling business needing fundraising support looks different from a stable business needing quarterly board prep.
Embedded delivery
Forecasts, board packs, and strategic input delivered on schedule, with direct access to a senior person, not a rotating junior team.
Scale as needed
Engagement intensity flexes around fundraising rounds, expansion decisions, or reporting deadlines, rather than a fixed retainer regardless of workload.
Why fractional makes sense at this stage

A full-time CFO is a significant commitment — not just salary, but the time to recruit, onboard, and manage someone at that level. Fractional CFO support gives you the same calibre of thinking on the specific questions that matter right now: are we pricing this right, can we afford this hire, what does the board actually need to see, is this fundraise structured sensibly. As the business grows, the engagement scales with it, and for businesses that do eventually need a full-time hire, we can support that transition rather than treating it as a competitive threat.

Common situations we step into
Preparing financial models and materials ahead of an equity or debt raise
Building the first real board reporting pack for a growing business
Covering the gap between finance leaders during a transition
Reviewing pricing and margin structure before a major commercial decision
Why choose Nuvaris Advisory

Because we typically already manage the bookkeeping and compliance underneath, our CFO-level input is grounded in real, current numbers rather than a fresh reconstruction each time. You're not paying for a consultant to first understand your business from scratch — the financial picture is already current when strategic questions come up.

How much time does a fractional CFO actually spend on my business?
It depends on your needs — anywhere from a few hours a month for steady-state reporting to near-full-time involvement during an active fundraise.
Can you help us raise our first round of funding?
Yes — financial modelling, data room preparation, and input during investor negotiations are core parts of this service.
Do we need this if we already have an in-house accountant?
Often, yes — an accountant focused on day-to-day bookkeeping is a different function from strategic financial leadership. The two work well together.
What if we eventually want to hire a full-time CFO?
We support that transition, including helping define the role and handing over cleanly.

Need strategic financial leadership, not just bookkeeping?

Tell us your stage and goals, and we'll map out what fractional CFO support should look like for you.